<\/p>\n
Asya hisse senetleri de\u011fer kazand\u0131 ve Fransa se\u00e7imlerinin ard\u0131ndan k\u00fcresel finans piyasalar\u0131nda g\u00f6r\u00fclen rallinin s\u00fcrmesini sa\u011flad\u0131. \u00c7in hisse senetleri, sat\u0131\u015f dalgas\u0131n\u0131n ard\u0131ndan sakin seyrederken, yen, alt\u0131n ile birlikte zay\u0131flad\u0131.<\/p>\n
Japonya hisse senetleri, MSCI T\u00fcm \u00dclkeler D\u00fcnya Endeksi’nin rekor zirvede kapanmas\u0131 ve Avrupa hisse sentlerinin 20 ay\u0131n zirvesine \u00e7\u0131kmas\u0131n\u0131n ard\u0131ndan y\u00fckseli\u015fini d\u00f6rd\u00fcnc\u00fc g\u00fcbne ta\u015f\u0131d\u0131. Piyasalar, Fransa’da cummhurba\u015fkanl\u0131\u011f\u0131 se\u00e7imlerinde Emmanue\u015f Macron’un favori duruma ge\u00e7mesi ve bunun sonucu Fransa’n\u0131n euro blokundan ayr\u0131laca\u011f\u0131na ili\u015fkin endi\u015felerin zay\u0131flamas\u0131 sonras\u0131 s\u0131\u00e7rama yapt\u0131. Euro, Haziran ay\u0131ndan bu yana en g\u00fc\u00e7l\u00fc y\u00fckseli\u015fini yapmas\u0131n\u0131n ard\u0131ndan fazla de\u011fi\u015fmezken, ABD Hazine tahvilleri kay\u0131plar\u0131n\u0131 korudu. Avustralya ve Yeni Zelanda piyasalar\u0131 Anzak G\u00fcn\u00fc tatili dolay\u0131s\u0131yla Sal\u0131 g\u00fcn\u00fc kapal\u0131.<\/p>\n
Fransa se\u00e7imlerine ili\u015fkin kayg\u0131lar\u0131n azalmas\u0131 ile birlikte, yat\u0131r\u0131mc\u0131lar, Kuzey Kore kaynakl\u0131 provakasyonlar\u0131n pek olmamas\u0131 ve \u00c7in piyasas\u0131ndan istikrar i\u015faretlerinin gelmesi sonucu bir miktar ferahlama hissedebilir. Traderlar dikkatlerini bu hafta, aralar\u0131nda \u015firket karlar\u0131 ve ABD Ba\u015fkan\u0131 Donald Trump’\u0131n d\u00fcnyan\u0131n en b\u00fcy\u00fck ekonomisine ili\u015fkin g\u00fcndeminin de bulundu\u011fu di\u011fer potansiyel piyasa hareketlendirici olaylara \u00e7eviriyor.<\/p>\n
Singapur’da IG Asia Pte Ltd. piyasa stratejisti Jingyi Pan, “Risk i\u015ftah\u0131ndaki art\u0131\u015f sadece tek bir olay\u0131n sonucundan dolay\u0131 olabilirdi, ancak bu hafta bak\u0131lacak \u00e7ok say\u0131da fakt\u00f6r var,” dedi ve “Haftan\u0131n ikinci yar\u0131s\u0131, hem vergi paketi hem de s\u0131n\u0131r duvar\u0131 \u0131srar\u0131n\u0131n ABD h\u00fck\u00fcmetini kapanmaya itebilece\u011fi riski \u015feklinde \u00e7ifte f\u0131rsat getirebilecek olmas\u0131ndan dolay\u0131, a\u00e7\u0131k bir \u015fekilde ABD Ba\u015fkan\u0131 Donald Trump’\u0131 tekrar sahneye \u00e7\u0131karacak” \u015feklinde g\u00f6r\u00fc\u015f bildirdi.<\/p>\n
Beyaz Saray’dan bir yetkiliye g\u00f6re, Trump, \u00c7ar\u015famba g\u00fcn\u00fc a\u00e7\u0131klayaca\u011f\u0131 vergi paketinde, bireyler i\u00e7in vergi indirimi ve kurumlar vergisinin y\u00fczde 15’e d\u00fc\u015f\u00fcr\u00fclmesini isteyecek. Ayn\u0131 zamanda, ABD y\u00f6netimi, bu hafta mutlaka ge\u00e7mesi gereken harcama kanununda, Meksika s\u0131n\u0131r\u0131na yap\u0131lmas\u0131 planlanan duvar harcamalar\u0131n\u0131n da eklenmesi konusunda \u0131srarc\u0131 ve bu konuda, Demokratlar ile anla\u015f\u0131lamamas\u0131 durumunda, haftasonunda h\u00fck\u00fcmet kapanabilir.<\/p>\n
Traderlar\u0131n dikkatleri, Kim Jong Un’un \u00f6nc\u00fcl\u00fc\u011f\u00fcnde 85’inci kurulu\u015f y\u0131ld\u00f6n\u00fcm\u00fcn\u00fcn kutlanaca\u011f\u0131 Sal\u0131 g\u00fcn\u00fc Kuzey Kore’ye \u00e7evrildi. \u00c7in Devlet Ba\u015fkan\u0131 Xi Jinping, Trump ile yapt\u0131\u011f\u0131 telefon g\u00f6r\u00fc\u015fmesinde Kuzey Kore konusunda itidal \u00e7a\u011fr\u0131s\u0131nda bulundu. Trump ayr\u0131ca, ABD ve Japonya’n\u0131n b\u00f6lgede ortak deniz tatbikat\u0131 d\u00fczenlemesi ile birlikte Japonya Ba\u015fbakan\u0131 Shinzo Abe ile de g\u00f6r\u00fc\u015ft\u00fc.<\/p>\n
\u00c7in piyasalar\u0131nda, \u015eanghay Bile\u015fik Endeksi’nin Pazartesi g\u00fcn\u00fc Eyl\u00fcl sonundan itibaren ilk kez 200 g\u00fcnl\u00fck hareketli ortalama seviyesinin alt\u0131na d\u00fc\u015fmesinin ard\u0131ndan temkinli bir hava hakim oldu. \u00c7in hisselerinde d\u00fc\u015f\u00fc\u015fler,\u00a0\u00fclke yetkililerinin kald\u0131ra\u00e7l\u0131 i\u015flemlerde vidalar\u0131 s\u0131karak finans piyasalar\u0131na y\u00f6nelik riskleri azaltma y\u00f6n\u00fcnde ad\u0131m atmalar\u0131 ile birlikte \u00fc\u00e7\u00fcnc\u00fc g\u00fcne yay\u0131ld\u0131.<\/p>\n
Piyasalarca takip edilecek \u00f6nemli olaylar \u015f\u00f6yle;<\/p>\n
*Alphabet Inc., Microsoft Corp., Amazon.com Inc., Twitter Inc., Intel Corp., Credit Suisse Group AG, Barclays Plc, Bayer AG, Daimler AG ve Total SA bu hafta kar a\u00e7\u0131klayacak \u00f6nemli \u015firketler aras\u0131nda yer al\u0131yor.<\/p>\n
*Japonya Merkez Bankas\u0131’n\u0131n Per\u015fembe g\u00fcn\u00fc sona erecek iki g\u00fcnl\u00fck toplant\u0131s\u0131nda parasal gev\u015feme program\u0131nnda de\u011fi\u015fikli\u011fe gitmemesi bekleniyor. Enflasyon, merkez bankas\u0131n\u0131n hedfi olan y\u00fczde 2’nin olduk\u00e7a alt\u0131nda olmas\u0131na kar\u015f\u0131n yukar\u0131 y\u00f6nde k\u0131p\u0131rd\u0131yor.<\/b><\/b><\/p>\n
*Avrupa Merkez Bankas\u0131 (AMB) da Per\u015fembe g\u00fcn\u00fc para politikas\u0131 toplant\u0131s\u0131n\u0131 ger\u00e7ekle\u015ftirecek. Yetkililerin politikada de\u011fi\u015fiklik olaca\u011f\u0131 y\u00f6n\u00fcnde fazla i\u015faret vermemesi le birlikte, dikkatler, Ba\u015fkan Mario Draghi’nin AMB’nin ola\u011fand\u0131\u015f\u0131 te\u015fvik program\u0131ndan \u00e7\u0131k\u0131\u015f\u0131 tart\u0131\u015fmaya ba\u015flad\u0131\u011f\u0131na ili\u015fkin i\u015faret verip vermeyece\u011fine \u00e7evrilecek.<\/p>\n
*ABD’de haftan\u0131n sonunda GSY\u0130H verileri a\u00e7\u0131klanacak. Bu verilerin ABD ekonomsinin ilk \u00e7eyrekte y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f rakamla y\u00fczde 1 artt\u0131\u011f\u0131n\u0131 g\u00f6stermesi bekleniyor. Bu durumda ekonomi son bir y\u0131l\u0131n en yava\u015f b\u00fcy\u00fcmesini g\u00f6stermi\u015f olacak.<\/p>\n
Hisse Senetleri<\/strong><\/p>\n *MSCI Asya Pasifik Endeksi Tokyo saati ile 11:53’te y\u00fczde 0.5 yukar\u0131dayd\u0131 ve y\u00fckseli\u015fini d\u00f6rd\u00fcnc\u00fc g\u00fcne ta\u015f\u0131d\u0131. Japonya’da Topix Endeksi, Pazartesi g\u00fcn\u00fc y\u00fczde 1 y\u00fckseldikten sonra y\u00fczde 0.9 daha tu\u0131rmand\u0131. G\u00fcney Kore’de Kospi Endeksi y\u00fczde 0.5 artt\u0131. Tayvan’da Tziex Endeksi y\u00fczde 0.7 ve Singapur’da Straists Times Endeksi y\u00fczde 0.5 t\u0131rmand\u0131.<\/p>\n *\u00c7in’de \u015eanghay Bile\u015fik Endeksi, Pazarrtesi g\u00fcn\u00fc y\u00fczde 1.4 ile 12 Aral\u0131k’tan bu yana en g\u00fc\u00e7l\u00fc d\u00fc\u015f\u00fc\u015f\u00fcn\u00fc g\u00f6stermesinin ard\u0131ndan y\u00fczde 0.2 t\u0131rmand\u0131. Hong Kong’da Hang Seng Endeksi y\u00fczde 0.9 y\u00fckseldi ve \u00c7in hisselerini i\u00e7eren Hang Seng China Enterprises Endeksi y\u00fczde 1.1 ile son bir ay\u0131n en h\u0131zl\u0131 \u00e7\u0131k\u0131\u015f\u0131n\u0131 ger\u00e7ekle\u015ftirdi.<\/p>\n *Standard & Poor’s 500 (S&P 500) endeks vadeli kontratlar\u0131 y\u00fczde 0.1 y\u00fckseldi. G\u00f6sterge endeks Pazartesi g\u00fcn\u00fc y\u00fczde 1.1 y\u00fckseldi ve t\u00fcm zamanlar\u0131n en y\u00fcksek kapan\u0131\u015f\u0131n\u0131n sadece y\u00fczde 1 uza\u011f\u0131nda kald\u0131.<\/p>\n *Stoxx Europe 600 Endeksi y\u00fczde 2.1 y\u00fckselerek A\u011fustos 2015’ten bu yana en y\u00fcksek seviyesine \u00e7\u0131kt\u0131. Fransa’da CAC 40 Endeksi y\u00fczde 4.1 y\u00fckselirken, Almanya’da DAX Endeksi y\u00fczde 3.4 t\u0131rmand\u0131.<\/p>\n Para Birimleri<\/strong><\/p>\n *Euro dolar kar\u015f\u0131s\u0131nda, Pazartesi g\u00fcn\u00fc y\u00fczde 2 lkdar y\u00fckseldikten sonra y\u00fczde 0.1 geri \u00e7ekilerek 1.0858 seviyesine geldi.<\/p>\n *Yen dolar kar\u015f\u0131s\u0131nda y\u00fczde 0.3 d\u00fc\u015ferek 110.12 seviyesine geldi. Japonya para birimi \u00f6nceki seansta y\u00fczde 0.6 d\u00fc\u015ft\u00fc.<\/p>\n *ABD para biriminin 10 \u00f6nemli para kar\u015f\u0131s\u0131ndaki seyrini g\u00f6steren Bloomberg Dolar Spot Endeksi Pazartesi g\u00fcn\u00fc y\u00fczde 0.5 d\u00fc\u015ft\u00fckten sonra y\u00fczde 0.2 artt\u0131.<\/p>\n *Kanada dolar\u0131, Ba\u015fkan Trump’\u0131n Kanada kerestesine y\u00fczde 20 g\u00fcmr\u00fck vergisi uygulayaca\u011f\u0131n\u0131 s\u00f6yledi\u011fine ili\u015fkin haberlerin ard\u0131ndan y\u00fczde 0.4 d\u00fc\u015ferek y\u0131l\u0131n en d\u00fc\u015f\u00fck seviyesine indi. Meksika pesosu da y\u00fczde 0.4 d\u00fc\u015ft\u00fc.<\/p>\n Tahviller<\/strong><\/p>\n *ABD’nin 10 y\u0131l vadeli tahvillerinin faizi, Pazartesi g\u00fcn\u00fc 3 baz puan y\u00fckseldikten sonra fazla de\u011fi\u015fmeyerek y\u00fczde 2.27’de kald\u0131.<\/p>\n *Fransa2n\u0131n 10 y\u0131l vadeli tahvillerinin faizi Pazartesi g\u00fcn\u00fc 11 baz puan d\u00fc\u015ferek y\u00fczde 0.83’e indi. Portekiz, \u0130spanya ve \u0130talya tahvilleri de ralli yapt\u0131.<\/p>\n Emtia<\/strong><\/p>\n